Order Management Rules (OMR) available actions [Information]

Modified on Thu, 21 Mar 2024 at 06:35 PM

When setting up order management rules, you will execute Actions based on the Conditions you've set.


This article describes the options under the Field dropdown, for which you can set the value(s) you will assign based on your conditions.



The options include, organized in groups, alphabetically ordered:




BILLING INFORMATION


  • Has bill-to address: Allows to indicate if the order has a bill-to address override
  • Bill-to contact information: Allows to override company, name, phone and e-mail
  • Bill-to address information: Allows to override address 1, 2 and 3 lines, as well as city, state, postal code and country

CARTONIZATION


  • Cartonize: Allows to indicate if the order has to be cartonized
  • Exclude from cartonization: Allows to explicitly indicate if the order needs to be blocked from being cartonized 



DIMENSIONS


  • Box Height : Allows to override the box height (available in IN and CM)
  • Box Length: Allows to override the box length (available in IN and CM)
  • Box Width: Allows to override the box width (available in IN and CM)

DRY ICE


  • Dry ice: Allows to indicate if the order will contain dry ice
  • Dry ice weight in package: Allows to assign the dry ice weight in the package, should only be used when dry ice is set as True

FLAGS AND ACCESSORIALS


  • Residential flag: Allows to add or remove the residential flag to the order(s)
  • Insurance flag: Allows to add or remove the insurance flag to the order(s) 
  • Signature flagAllows to add or remove the signature required flag to the order(s) 
  • Adult signature flag: Allows to add or remove the adult signature required flag to the order(s)
  • Indirect signature flag: Allows to add or remove the indirect signature required flag to the order(s)
  • Saturday delivery: Allows to indicate if Saturday Delivery should be requested or denied
  • Saturday pickup: Allows to indicate if Saturday pickup should be requested or denied
  • Origin signature not required flag: Allows to add or remove the origin signature not required flag to the order(s)

INTERNATIONAL SHIPPING


  • Terms of trade: Assigns or overrides the specified Terms of trade to the order(s)
  • Declared value type: Allows to indicate the type of the Declared Value
  • Declared value (total): Assigns an arbitrary declared value to the order(s) 
  • Declared value (calculate): Auto sums the item value multiplied by their quantity
  • Declared value (calculate using cost): Auto sums the item cost multiplied by their quantity
  • Duty payment terms (limited support)Allows to set the payment terms (Sender, Third Party, etc)
  • COD header value (calculate): Allows to calculate the Charge On Delivery header (order) value
  • COD package value (calculate): Allows to calculate the Charge On Delivery package value
  • Duty payment values: Allows to assign or override the duty payment terms, account number, country and postal code
  • Declaration statement (commercial invoice): Allows to assign or override the declaration statement to be used in generated commercial invoices
  • Comments (commercial invoice): Allows to assign or override the comments to be used in generated commercial invoices



LTL


  • Freight Class: Assigns or overrides the specified Freight Class to the order(s)
  • Freight NMFC Class: Assigns or overrides the specified Freight NMFC Class to the order(s)
  • Lift gate for pickup: Allows to indicate if Lift Gate for pickup should be requested or denied 
  • Lift gate for delivery: Allows to indicate if Lift Gate for delivery should be requested or denied 
  • Freight Billing information: Assigns or overrides the Freight Billing account, postal code, country and terms to the order(s)



MISCELLANEOUS


  • Raise Error: Allows to show an error message whenever the conditions you define are met
  • Tracing: Allows to enable or disable tracing of the order(s) 

ORDER AND CARRIERS


  • Rate shopping group: Assigns a Rate Shopping Group value to the order(s) 
  • Instruction: Assigns or overrides instructions to the order(s)  
  • Terms: Assigns or overrides terms description to the order(s)
  • Invoice number: Assigns or overrides the invoice number to the order(s)  
  • Import source: Assigns or overrides import source to the order(s)  
  • Order type: Assigns or overrides the order type to the order(s)  
  • Purchase order number: Assigns or overrides the Purchase Order number to the order(s) 
  • Billing Account Client Name: Forces the order to go through a specific Billing Account under the Client profile; The value to be used should be the exact name as displayed in the Name column
  • Service codeAssigns the specified service code to the order(s); you must use the CARRIER'S INTERNAL service code as shown in the middle column of the Service Code Mappings once a mapping has been added (not the External Service code)
  • SCAC: Assigns the specified SCAC code to the order(s)
  • Print Return Labels: Enables or disables printing Return Labels for the applicable order(s)

SHIPPING INFORMATION


  • Ship-to contact information: Allows to override company, name, phone and e-mail
  • Ship-to address information: Allows to override address 1, 2 and 3 lines, as well as city, state, postal code and country

SKU INFORMATION (to be used at Line level)


  • SKU: Assigns or overrides the SKU code to the order(s)
  • Country of origin: Assigns or overrides the SKU Country of Origin to the order(s)
  • SKU dangerous goods code: Assigns or overrides the SKU Dangerous Goods code to the order(s)
  • SKU description: Assigns or overrides the SKU description to the order(s)
  • SKU classification: Assigns or overrides the SKU classification to the order(s)
  • SKU unit price: Assigns or overrides the SKU unit price to the order(s)

WEIGHT


  • Box Weight: Allows to override the box (empty packing material) weight (available in LB and KG)
  • Content Weight: Allows to override the box content weight (available in LB and KG)
  • Dim Weight: Allows to enable calculation in LBS of the order dimensional weight
  • Billable Weight: Allows to enable calculation in LBS of the Billable Weight to be assigned to the order(s)


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